Investment Consultant

  • Aquarius Recruitment Specialists
  • Gauteng, South Africa
  • Jul 12, 2018
Permanent Investment

Job Description

Role Summary:

To sell and service the company’s products to internal and external intermediaries in order to meet the company’s business strategy targets.


Job Description:

  • Achieve agreed-to activities through structured calling patterns based on client segmentation
  • Position company’s products by utilizing sales aids in line with the company practices
  • Document client interactions according to the agreed format to complete activity reports
  • Demonstrate proficient investment knowledge in product specifications and processes
  • Provide feedback and escalate complaints in line with policies to mitigate risk Resolve work challenges by communicating identified challenges to specific departments for action according to policies and procedures
  • Build relationships with intermediaries by engaging with then in structured meetings to deliver on sales targets
  • Educate and inform intermediaries by disseminating product and process information in line with the company focus areas to grow market share
  • Contribute to a culture conducive to the achievement of transformation goals by participating in the company’s Culture building initiatives (e.g. staff surveys etc).
  • Participate and support corporate social responsibility initiatives for the achievement of key business strategies
  • Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems
  • Demonstrate understanding of intermediaries' business practices by conducting ongoing structured meetings in order to establish intermediaries' needs
  • Collaborate with departments within the company by sharing information in alignment with the company’s focus areas
  • Build relationships with internal suppliers by communicating according to service level agreements
  • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions
  • Understand and embrace the company’s vision and demonstrate the values through interaction with team and stakeholders
  • Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames
  • Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team


Matric / Grade 12 / National Senior Certificate

Advanced Diplomas/National 1st Degrees

Preferred Qualification:

  • Certified Financial Planner


  • 2-3 years in financial services


Key Competencies:

  • Building Customer Loyalty
  • Building Trusting Relationships
  • High-Impact Communication
  • Managing Work
  • Sales Disposition
  • Technical/Professional Knowledge and Skills

Technical / Professional Knowledge:

  • Administrative procedures and systems
  • Banking knowledge
  • Banking procedures
  • Business principles
  • Business terms and definitions
  • Data analysis
  • Governance, Risk and Controls
  • Microsoft Office
  • Relevant software and systems knowledge
  • Business writing skills
  • Cluster Specific Operational Knowledge

Job Level


Salary Range